Morris Financial Concepts, Inc.
● SEC registered since 2002CRD 114862SEC# 801-60830Mount Pleasant, SC
Reg. AUM
$538.4M
Employees
10
Accounts
938
Location
Mount Pleasant, SC
Morris Financial Concepts, Inc. assets under management
Morris Financial Concepts, Inc. operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2002. It reports $538.4 million in regulatory assets under management and employs 10 people.
Morris Financial Concepts, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Tucker Morris Control | Chief Compliance Officer | 10-25% | 2014 |
| Kyra Hollowell Morris Control | President | Over 75% | 2001 |
Frequently asked questions
How much does Morris Financial Concepts, Inc. manage?
Morris Financial Concepts, Inc. reports $538.4 million in regulatory assets under management on its Form ADV.
How many employees does Morris Financial Concepts, Inc. have?
Morris Financial Concepts, Inc. reports 10 employees.
Where is Morris Financial Concepts, Inc. located?
Morris Financial Concepts, Inc. is based in Mount Pleasant, SC and has been SEC-registered since 2002.
Does Morris Financial Concepts, Inc. disclose fund performance?
Morris Financial Concepts, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 |
| Phone | 843-884-6192 |
| Fax | 888-957-0896 |
| Office hours | M-F 9a.m.-5p.m.; F 9a.m.-1p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$538.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$538.4Mregulatory AUM
Discretionary $521.4MNon-discretionary $17M